CIK: 0001569173
申告総資産額
$3.3億
上位200銘柄を表示中（全265銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PFE | Pfizer INC | 株式-ヘルスケア | 5.64% | — | -0.69% | |
| 2 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 4.61% | -0.47% | +3.95% | |
| 3 | ✓ | 株式-その他 | 3.39% | — | -0.31% | ||
| 4 | ✓ | Tortoise Energy Cap CORP | 株式-その他 | 3.21% | — | -1.07% | |
| 5 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 2.75% | — | -3.39% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.19% | +0.02% | -0.65% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.12% | — | -2.51% | |
| 8 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.91% | -0.34% | -1.88% | |
| 9 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.79% | — | — | |
| 10 | IBM | Intl Business Machines CORP | 株式-IT | 1.70% | — | -0.80% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.56% | — | -0.86% | |
| 12 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.54% | +0.15% | -4.87% | |
| 13 | AFL | Aflac INC | 株式-金融 | 1.54% | — | -0.29% | |
| 14 | FISV | Fiserv INC | 株式-その他 | 1.51% | -0.01% | -0.59% | |
| 15 | UTXZ | United Tech CORP | 株式-その他 | 1.46% | +0.01% | -2.66% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.40% | — | -5.61% | |
| 17 | ITW | Illinois Tool Works | 株式-資本財 | 1.36% | +0.08% | -3.71% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.35% | +0.05% | -4.65% | |
| 19 | ✓ | Powershares | 株式-その他 | 1.35% | — | +15.59% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.34% | — | — | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.33% | — | -4.54% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.31% | — | -3.11% | |
| 23 | AXP | American Express Company | 株式-金融 | 1.30% | — | -4.30% | |
| 24 | UNP | Union Pacific CORP | 株式-資本財 | 1.26% | +0.02% | -5.32% | |
| 25 | AAPL | Apple INC | 株式-IT | 1.16% | +0.76% | +1.60% | |
| 26 | INTC | Intel CORP | 株式-IT | 1.15% | +0.10% | -3.69% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 1.10% | +0.41% | -5.96% | |
| 28 | ADP | Automatic Data Processing | 株式-IT | 1.06% | — | -1.81% | |
| 29 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.06% | — | — | |
| 30 | OMC | Omnicom Group | 株式-通信サービス | 1.02% | -0.39% | -5.16% | |
| 31 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.98% | — | -8.76% | |
| 32 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.92% | — | -3.97% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.90% | -0.03% | -4.11% | |
| 34 | SLB | Slb LTD | 株式-エネルギー | 0.81% | -0.07% | -6.22% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.81% | +0.03% | +0.10% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | — | -2.35% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.76% | — | +7.29% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.75% | -0.25% | +2.81% | |
| 39 | JRS | Nuveen Real Estate Income | 株式-その他 | 0.72% | -0.11% | +475.17% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.72% | — | -13.28% | |
| 41 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.72% | +0.02% | -5.13% | |
| 42 | WEP | Magellan Midstream Partners | 株式-その他 | 0.71% | — | — | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.70% | — | -2.18% | |
| 44 | XLE | Ss Energy Select Sector | ETF-その他 | 0.70% | -0.21% | +7.30% | |
| 45 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 0.70% | — | -3.72% | |
| 46 | DHR | Danaher CORP | 株式-ヘルスケア | 0.69% | — | +9.02% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.65% | — | -2.18% | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.65% | — | — | |
| 49 | BAX | Baxter International INC | 株式-ヘルスケア | 0.65% | — | +8.42% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.64% | — | +7.07% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JRS | Nuveen Real Estate Income | +0.6% | +475.17% | 増加 |
| 2 | ✓ | +0.6% | -0.31% | 減少 | |
| 3 | NZF | Nuveen Municipal Credit Income Fund | +0.4% | +2889.48% | 増加 |
| 4 | ✓ | Nuveen Prem Income Mun Fd | +0.3% | +14909.32% | 増加 |
| 5 | ✓ | Nuveen Prem Income Mun Fd 4 | +0.3% | +69964.29% | 増加 |
| 6 | AAPL | Apple INC | +0.2% | +1.60% | 増加 |
| 7 | ✓ | Powershares | +0.2% | +15.59% | 増加 |
| 8 | FISV | Fiserv INC | +0.2% | -0.59% | 減少 |
| 9 | UTXZ | United Tech CORP | +0.2% | -2.66% | 減少 |
| 10 | DLS | Wisdomtree Intl S/c Dvd Fund | +0.1% | +14.38% | 増加 |
| 11 | TSLA | Tesla INC | +0.1% | — | 変化なし |
| 12 | DHR | Danaher CORP | +0.1% | +9.02% | 増加 |
| 13 | DEM | Wisdomtree Emerging Markets | +0.1% | — | 変化なし |
| 14 | SLB | Slb LTD | +0.1% | -6.22% | 減少 |
| 15 | SIEGY | Siemens Ag-spons Adr | +0.1% | +6.84% | 増加 |
| 16 | AFL | Aflac INC | +0.1% | -0.29% | 減少 |
| 17 | XLE | Ss Energy Select Sector | +0.1% | +7.30% | 増加 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.65% | 減少 |
| 19 | EEM | Ishares Msci Emerging Market | +0.1% | +7.07% | 増加 |
| 20 | ORCL | Oracle CORP | +0.1% | +2.81% | 増加 |
| 21 | JWNUSD | Nordstrom INC | +0.1% | +50.00% | 増加 |
| 22 | ITW | Illinois Tool Works | +0.1% | -3.71% | 減少 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +0.47% | 増加 |
| 24 | EFA | Ishares Msci Eafe ETF | +0.1% | -5.61% | 減少 |
| 25 | CAT | Caterpillar INC | +0.1% | +7.29% | 増加 |
| 26 | PFE | Pfizer INC | 0% | -0.69% | 減少 |
| 27 | TEVA | Teva Pharmaceutical-sp Adr | -0.1% | -3.72% | 減少 |
| 28 | ABT | Abbott Laboratories | -0.1% | -2.18% | 減少 |
| 29 | KEL | Kellanova | -0.1% | -1.98% | 減少 |
| 30 | ✓ | Nuveen Eqty Prm Opportunityf | -0.1% | -21.26% | 減少 |
| 31 | AXP | American Express Company | -0.1% | -4.30% | 減少 |
| 32 | JNJ | Johnson & Johnson | -0.1% | -4.65% | 減少 |
| 33 | UNP | Union Pacific CORP | -0.1% | -5.32% | 減少 |
| 34 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | -0.1% | -8.76% | 減少 |
| 35 | PEP | Pepsico INC | -0.1% | -3.11% | 減少 |
| 36 | VZ | Verizon Communications INC | -0.1% | -10.53% | 減少 |
| 37 | IBM | Intl Business Machines CORP | -0.1% | -0.80% | 減少 |
| 38 | PG | Procter & Gamble Co/the | -0.1% | -4.54% | 減少 |
| 39 | CVS | Cvs Health CORP | -0.1% | -4.87% | 減少 |
| 40 | INTC | Intel CORP | -0.1% | -3.69% | 減少 |
| 41 | MCD | Mcdonald's CORP | -0.1% | -1.88% | 減少 |
| 42 | MSFT | Microsoft CORP | -0.1% | -5.96% | 減少 |
| 43 | T | At&t INC | -0.2% | -13.28% | 減少 |
| 44 | CSCO | Cisco Systems INC | -0.2% | -22.20% | 減少 |
| 45 | TYGEUR | Tortoise Energy Infrastruct | -0.2% | -3.39% | 減少 |
| 46 | XOM | Exxon Mobil CORP | -0.2% | -2.51% | 減少 |
| 47 | SYY | Sysco CORP | -0.2% | -60.49% | 減少 |
| 48 | KYN | Kayne Anderson Energy Infra | -0.3% | +3.95% | 増加 |
| 49 | ✓ | Tortoise Energy Cap CORP | -0.4% | -1.07% | 減少 |
| 50 | SPXC | SPX Technologies, Inc. | — | EXIT | 全売却 |